SuperTRUMP Training & Certification Seminars
These classes are designed to help get your new employees up to speed quickly and give your existing staff a deeper working knowledge of SuperTRUMP. All of our classes provide training manuals and software as well as certification upon completion.
Training and Certification Seminars
Class Information
Training manuals and software are provided. Please bring a notebook computer if you are taking “Advancing Your Understanding of SuperTRUMP through Case Studies” (Wed-Fri) to perform the class work. We will supply the templates and a trial version of the latest version of SuperTRUMP.
Tuesday: Fundamentals of Equipment Finance for the Pricing Professional
Geared toward new SuperTRUMP users needing the finance background to learn SuperTRUMP or existing users not familiar with all the measurement / industry metrics and terms.
Wednesday - Friday: Advancing your understanding of SuperTRUMP through Case Studies
Students work through 22 SuperTRUMP Case studies with an Instructor and on their computer. The focus is understanding and hands on keyboarding in SuperTRUMP. This course is designed to introduce SuperTRUMP to a new user as well as make the experienced user much more efficient & competent. Prerequisite: basic knowledge of lease finance or completion of Fundamentals of Equipment Finance for the Pricing Professional:
Wednesday: Day 1 of 2.5 Days (Part 1)
1. Lessor Mode, Basic Tax Lease:
Using a Tax Lease Template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index, or ROE (either pre-tax or after-tax).
2. Lender Mode, Loans:
Using a Loan Template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index, or ROE (either pre-tax or after-tax).
3. Conditional Sales Contract, Template Files, & Scenarios:
Using a Lease Template, learn how to price/target a Conditional Sale, create a reusable template & work with scenarios.
4. Fees, Simple & Multiple:
Learn how to work with multiple fees and income items in pricing as well as target for a residual value.
1. Lessor Mode, Basic Tax Lease:
Using a Tax Lease Template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index, or ROE (either pre-tax or after-tax).
2. Lender Mode, Loans:
Using a Loan Template, learn how to fill in the SuperTRUMP Quick Screen and target for: MISF, IRR, Spread over Index, or ROE (either pre-tax or after-tax).
3. Conditional Sales Contract, Template Files, & Scenarios:
Using a Lease Template, learn how to price/target a Conditional Sale, create a reusable template & work with scenarios.
4. Fees, Simple & Multiple:
Learn how to work with multiple fees and income items in pricing as well as target for a residual value.
5. Basic Asset Details & Delayed Funding:
Learn how to work with the Asset Screen and change some of the basic parameters (MACRS, AMT), also see the effect of delayed funding.
6. Simple Structures:
Learn the effects of different payment structures like low-high, 2 payments in advance as well as date conventions regarding 30/31.
7. Basic Rent Screens:
Learn how to price unusual payment structures such as skips, one time contract payments, and residual realization timing.
8. Interims, Loans & Leases:
Learn how to work with loan & lease Interims and understand effect on pricing.
9. Security Deposit
Price and lease with a Security deposit & understand the effect on yield and termination values.
10. TRAC & Split TRAC Leases:
Learn how to price a TRAC & Split TRAC lease & understand the effects on lease classification.
Thursday & Friday: Day 2 & .5 of 2.5 Days (Part 2)
11. Simple Subsidy:
Learn how to price with Vendor & Captive subsides both to win the business & enhance Lessor yield.
12. Multi-Asset:
Learn to enter more than one asset, each with a different, residual, delivery & funding dates, and different depreciation, all tied to a single lease.
13. Muni/Tax Exempt Leases:
Learn to price a Muni/Tax-Exempt lease & explore the settings necessary for the calculation.
14. Termination Values:
Learn to produce a termination table either protect or enhance your economic yield.
15. Lease Syndication:
Learn to determine the price to pay, as of a funding date, for an existing tax lease to earn a desired yield & the simplicity of the Chop feature.
16. Portfolio Analysis:
Learn to determine the economic yield of a group of leases held in a portfolio.
17. Capital Lease Treatment:
Learn how price & to turn an Operating lease into a Capital lease through RVI insurance.
18. Leveraged Leasing & Back-leveraging:
Learn the effect that leverage has on Leases, whether it is a leveraged lease of back leverage.
19. ITC & Excel to SuperTRUMP:
Learn how to determine the MISF yield from green energy credits & integrate Excel numbers.
20. Like-Kind-Exchange (LKE):
Learn how to price the value of using the IRS Like-Kind-Exchange benefit in a new lease.
21. MS Word & SuperTRUMP Interface
Learn to take data electronically from SuperTRUMP and integrate it into your custom MS Word documents.
22. Lease versus Purchase Analysis:
Learn how to determine if it is better to lease or purchase an asset from the perspective of the one using the asset. Providing this analysis to your customer puts you in a valuable consultant role.
For More Information:
If you have questions, please contact us:
Phone: (925) 926-1100
E-mail: training@ivorycc.com
